GIM
FJP icon

Guild Investment Management’s First Trust Japan AlphaDEX Fund FJP Stock Holding History

Guild Investment Management’s Portfolio FJP Stock Details FJP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-36,520
Closed -$2.01M – 57
2024
Q1 		$2.01M Buy
36,520
+5,850
+19% +$308K 2.57% 16
2023
Q4 		$1.55M Buy
+30,670
New +$1.51M 2.45% 17

Other funds holding FJP

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Guild Investment Management's FJP Position: Q2 2024 in Review

Guild Investment Management sold out of First Trust Japan AlphaDEX Fund (FJP) in Q2 2024, closing a stake of 36,520 shares — an estimated $2.01M sold.

Guild Investment Management first reported a position in FJP in Q4 2023 and held it in 2 quarters. The position peaked at $2.01M in Q1 2024. 72 funds tracked by Wall St. Rank hold FJP as of Q2 2024.

  • Guild Investment Management reported no remaining First Trust Japan AlphaDEX Fund position as of Q2 2024 after selling out during the quarter.
  • Guild Investment Management sold 36,520 First Trust Japan AlphaDEX Fund shares in Q2 2024, an estimated $2.01M.
  • Guild Investment Management first reported a position in First Trust Japan AlphaDEX Fund in Q4 2023 and held it in 2 quarters.
  • Guild Investment Management's First Trust Japan AlphaDEX Fund position peaked at $2.01M in Q1 2024.
  • 72 funds tracked by Wall St. Rank held First Trust Japan AlphaDEX Fund as of Q2 2024.

Based on Guild Investment Management's 13F filing for Q2 2024, filed 12 Aug 2024.